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Arthur J. Gallagher & Co

646 hedge funds and large institutions have $13.5B invested in Arthur J. Gallagher & Co in 2019 Q2 according to their latest regulatory filings, with 42 funds opening new positions, 274 increasing their positions, 220 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,698% more call options, than puts

Call options by funds: $15.9M | Put options by funds: $884K

25% more repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 220

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

13% more capital invested

Capital invested by funds: $11.9B → $13.5B (+$1.6B)

1.26% more ownership

Funds ownership: 82.35%83.61% (+1.3%)

4% less funds holding

Funds holding: 670646 (-24)

30% less first-time investments, than exits

New positions opened: 42 | Existing positions closed: 60

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.33%
New
42
Increased
274
Reduced
220
Closed
60
Calls
$15.9M
Puts
$884K
Net Calls
+$15M
Net Calls Change
-$7.57M
Name Holding Trade Value Shares
Change
Change in
Stake
Janus Henderson Group
26
Janus Henderson Group
United Kingdom
$85.9M -$13.3M -159,147 -14%
Balyasny Asset Management
27
Balyasny Asset Management
Illinois
$84.3M -$10.7M -128,739 -12%
Swiss National Bank
28
Swiss National Bank
Switzerland
$76.5M -$1.62M -19,400 -2%
Baird Financial Group
29
Baird Financial Group
Wisconsin
$75.7M +$1.82M +21,865 +3%
Dimensional Fund Advisors
30
Dimensional Fund Advisors
Texas
$74.4M +$986K +11,813 +1%
WHG
31
Westwood Holdings Group
Texas
$71.7M -$25.2M -302,438 -27%
N
32
Nuveen
North Carolina
$70.7M +$65.7M +787,091 +3,884%
ORIO
33
Old Republic International (ORI)
Illinois
$69.4M
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$67.7M +$2.22M +26,657 +4%
UBS AM
35
UBS AM
Illinois
$67.4M +$1.85M +22,162 +3%
RFC
36
Regions Financial Corp
Alabama
$63.2M -$1.91M -22,910 -3%
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$63M -$1.22M -14,619 -2%
Schroder Investment Management Group
38
Schroder Investment Management Group
United Kingdom
$58.5M -$1.25M -14,947 -2%
KCM
39
Kornitzer Capital Management
Kansas
$57.7M +$9.68M +115,973 +21%
Lord, Abbett & Co
40
Lord, Abbett & Co
New Jersey
$56.3M +$359K +4,300 +0.7%
Adage Capital Partners
41
Adage Capital Partners
Massachusetts
$55.5M +$1.95M +23,400 +4%
FPCG
42
Fort Pitt Capital Group
Pennsylvania
$51.4M -$443K -5,310 -0.9%
FAM
43
Fenimore Asset Management
New York
$51.2M +$2.07M +24,845 +4%
CS
44
Credit Suisse
Switzerland
$50.2M +$1.72M +20,620 +4%
EVM
45
Eaton Vance Management
Massachusetts
$49.3M +$4.95M +59,332 +12%
ZIM
46
Zacks Investment Management
Illinois
$48.4M +$575K +6,890 +1%
GRP
47
Global Retirement Partners
California
$47.5M -$357K -4,276 -0.8%
American Century Companies
48
American Century Companies
Missouri
$46.5M +$5.7M +68,269 +15%
Deutsche Bank
49
Deutsche Bank
Germany
$45.8M -$13.9M -166,419 -24%
Envestnet Asset Management
50
Envestnet Asset Management
Illinois
$45.8M +$6.7M +80,246 +18%

AJG Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Arthur J. Gallagher & Co (AJG) for Q2 2019, worth a combined $13.5B — up 13% from $11.9B a quarter earlier.

Sellers outnumbered buyers: 60 funds closed out of AJG and 42 opened new positions — a net loss of 18 holders — while 220 trimmed existing stakes and 274 added.

The largest buyer was JP Morgan Chase, adding an estimated $242M. The largest seller was AllianceBernstein, cutting an estimated $82M.

  • 646 institutional investors held Arthur J. Gallagher & Co (AJG) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $13.5B of Arthur J. Gallagher & Co stock for Q2 2019, up 13% quarter-over-quarter.
  • 42 funds opened new Arthur J. Gallagher & Co positions in Q2 2019 and 60 closed out, a net change of -18 holders.
  • The largest Arthur J. Gallagher & Co buyer in Q2 2019 was JP Morgan Chase, an estimated $242M added.
  • The largest Arthur J. Gallagher & Co seller in Q2 2019 was AllianceBernstein, an estimated $82M sold.

Based on aggregated 13F filings for Q2 2019.